James Purcell
Lebanon,PA
Summary
Accomplished Director of Finance with 15+ years of experience in finance and operations. Leverages financial analysis, risk management and revenue forecasting skills to ensure financial stability and support business growth initiatives. Possess strong leadership, attention to detail, and decision-making acumen.
Overview
19
19
years of professional experience
Work History
Director of Finance
Legal Risk Services, Inc.
10.2018 - Current
- Integral member of Senior Management Team, collaborating closely with the CEO to facilitate strategic decision making and overall organizational excellence.
- Execute day-to-day accounting responsibilities encompassing Accounts Receivable (AR), Accounts Payable (AP), General Ledger (GL) and Payroll.
- Human Resource responsibilities for employee compensation, benefits and periodic reviews.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Generated financial and operational reports to assist management with business strategy.
- Conduct general ledger account reconciliations, bank reconciliations, perform month-end and year-end close for parent company and six subsidiaries.
- Identified partnership opportunities and established favorable business connections that lead to 300% increase in revenue.
- Leverage bank treasury services to optimize vendor payments via wire transfer or ACH.
- Function as liaison between organization, external accounting firm and banking partners, ensuring seamless communication, compliance with regulatory requirements, and productive collaboration.
- Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
Financial Analyst
Robert Half & Associates
11.2017 - 02.2018
- Assisted Corporate Finance team with General Ledger (GL) maintenance during retail store sales and closure.
- Conducted month-end income statement and balance sheet analysis for executive team.
- Performed ad-hoc financial reports and analysis.
Financial Analyst
Enersys, Inc.
06.2017 - 11.2017
- Maintained multiple MS Access databases critical for corporate finance month-end close and forecasting processes
- Prepared and posted monthly journal entries to reclass sales and costs between intercompany entities
- Managed customer account rebate program, analyzing sales volume date to determine rebate eligibility and amounts
- Prepared and distributed monthly income statements for 10 internal Strategic Business Units (SBUs), as well as Canada and Mexico, serving as foundation for commission payment Generated ad-hoc reports to US sales teams and senior management as needed.
Senior Financial Analyst
IMS Health, Inc.
01.2005 - 01.2017
- Finance and Operations support for global sales team ensuring revenue and utilization targets were meet.
- Provided crucial support to Operations Team for weekly revenue forecasts via teleconferences with project managers.
- Responsible for revenue recognition calculations in accordance with ASC 606 standards
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
- Assisted with monthly and annual budget preparation
- Addressed ad-hoc requests from Senior Management team regarding ongoing or completed projects, offering in depth analysis into project profitability
- Assisted Shared Business Services with Accounts Receivable (AR) and Accounts Payable (AP).
Education
Skills
- Understanding of General Accepted Accounting Principles (GAAP)
- Financial Planning, Analysis and Reporting
- Cash Flow and Risk Management
- Problem solving
- Relationship building and management
- Quickbooks Enterprise and On-line
- Strong written and verbal communication
Timeline
Director of Finance
Legal Risk Services, Inc.
10.2018 - Current
Financial Analyst
Robert Half & Associates
11.2017 - 02.2018
Financial Analyst
Enersys, Inc.
06.2017 - 11.2017
Senior Financial Analyst
IMS Health, Inc.
01.2005 - 01.2017